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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
226
Addison Advisors
Vermont
$258K +$5.73K +250 +2%
PS
227
Principal Securities
Iowa
$258K – – –
HFA
228
Highland Financial Advisors
New Jersey
$257K – – –
WJA
229
Willis Johnson & Associates
Texas
$251K +$249K +10,860 New
CF
230
Cyr Financial
Illinois
$247K +$245K +10,698 New
AFG
231
Atomi Financial Group
New York
$246K +$244K +10,646 New
SC
232
Scotia Capital
Ontario, Canada
$245K – – –
MC
233
Moors & Cabot
Massachusetts
$245K +$243K +10,589 New
HBT
234
Heartland Bank & Trust
Illinois
$245K +$242K +10,575 New
CSIA
235
Conrad Siegel Investment Advisors
Pennsylvania
$233K +$231K +10,056 New
ASN
236
Advisory Services Network
Georgia
$231K +$229K +9,986 New
YWM
237
Yoder Wealth Management
California
$226K – – –
BCV
238
Banque Cantonale Vaudoise
Switzerland
$221K +$220K +9,574 New
PFM
239
Phillips Financial Management
Indiana
$214K – – –
BFS
240
BridgePort Financial Solutions
Iowa
$213K – – –
MWM
241
MinichMacGregor Wealth Management
New York
$210K +$208K +9,080 New
FW
242
FullCircle Wealth
Texas
$207K +$205K +8,920 New
KHC
243
Koesten Hirschmann & Crabtree
Kansas
$194K +$19.8K +865 +11%
PGAM
244
Princeton Global Asset Management
New Jersey
$170K +$105K +4,575 +166%
WSFS
245
Wilmington Savings Fund Society
Delaware
$153K – – –
BWL
246
Bogart Wealth LLC
Virginia
$131K -$19.7K -857 -13%
HI
247
Harbour Investments
Wisconsin
$129K +$1.01K +44 +0.8%
CFO
248
CVA Family Office
Colorado
$99.5K – – –
LFG
249
Larson Financial Group
Missouri
$98.5K +$97.6K +4,258 New
TRCT
250
Tower Research Capital (TRC)
New York
$98K +$97.2K +4,238 New
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